Natixis’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Natixis’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,546	Closed	-$1.68M	–	1174
2024 Q4	$1.68M	Buy	+20,546	New	+$1.69M	0.01%	501
2024 Q2	–	Sell	-56,197	Closed	-$4.6M	–	1135
2024 Q1	$4.6M	Buy	+56,197	New	+$4.6M	0.02%	323
2023 Q4	–	Sell	-17,246	Closed	-$1.4M	–	1155
2023 Q3	$1.4M	Hold	17,246	–	–	0.01%	456
2023 Q2	$1.4M	Hold	17,246	–	–	0.01%	484
2023 Q1	$1.42M	Hold	17,246	–	–	0.01%	472
2022 Q4	$1.4M	Buy	+17,246	New	+$1.4M	0.01%	586
2022 Q2	–	Sell	-806,400	Closed	-$67.2M	–	1341
2022 Q1	$67.2M	Buy	806,400 +20,100	+3%	+$1.7M	0.23%	90
2021 Q4	$67.3M	Buy	+786,300	New	+$67.4M	0.23%	79
2020 Q1	–	Sell	-98,217	Closed	-$8.31M	–	856
2019 Q4	$8.31M	Sell	98,217 -2,438	-2%	-$207K	0.05%	316
2019 Q3	$8.54M	Buy	100,655 +35,535	+55%	+$3.01M	0.06%	284
2019 Q2	$5.52M	Sell	65,120 -2,773	-4%	-$234K	0.04%	308
2019 Q1	$5.71M	Buy	+67,893	New	+$5.68M	0.04%	361

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Natixis's SHY Position: Q1 2025 in Review

Natixis sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 20,546 shares — an estimated $1.68M sold.

Natixis first reported a position in SHY in Q1 2019 and held it in 12 quarters. The position peaked at $67.3M in Q4 2021. 1,169 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

Natixis reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Natixis sold 20,546 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $1.68M.
Natixis first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and held it in 12 quarters.
Natixis's iShares 1-3 Year Treasury Bond ETF position peaked at $67.3M in Q4 2021.
1,169 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Natixis's 13F filing for Q1 2025, filed 14 May 2025.